This integration between Pipeliner Cloud and Mailchimp allows you to send template emails to a selected audience in Mailchimp and, providing the contacts already exist in Pipeliner or you have chosen to add them, to view these emails as Feed items and/or as Activities. Opt-outs automatically sync from Mailchimp to Pipeliner.

PRE-REQUISITES: In order to use this integration, you will need to have a Pipeliner Cloud subscription and a Mailchimp account (www.mailchimp.com). You will also need to set up a webhook in Mailchimp as part of the activation of the integration. 

The integration will add additional custom fields to the Contacts and Tasks tables in your Pipeliner spaceFields & Forms. These fields are:

Mailchimp name › Pipeliner system name

Mailchimp contact id › cf_Mailchimp_contact_id
Mailchimp subscriber (checkbox) › cf_Mailchimp_subscriber
Mailchimp campaign id › cf_Mailchimp_campaign_id

NOTE: Only the Mailchimp Subscriber field will be visible to your users.

How to activate the Mailchimp integration in the Pipeliner Automation Hub

From the Admin Module, click on the "Automation Hub" Menu Item.
Find the Mailchimp integration ⤵

Click on the "Mailchimp" card and then “Request” to request activation of the integration for your space ⤵

Mailchimp Configuration Settings

Once you have clicked on "Request", you will need to complete the Configuration Settings

Mailchimp API Key

These are the API credentials for your Mailchimp account. To create or find an API Key, login to Mailchimp and click your profile name to expand the Account Panel. Choose "Account Settings". Click the "Extras" menu and choose API keys and then copy an existing API key or click the Create A Key button. Paste this into the "Mailchimp API Key" field.

"Mailchimp - About API Keys" article will help you understand how API keys works.

Webhook registration

You will need to manually register a new webhook for this integration in Mailchimp. We will send a personalised email with the correct link, to the email address that you enter here.

Which Mailchimp List do you want to use?

Select which audience from Mailchimp you want to use for the integration. Depending on the options you select, it’s Contacts added to this audience in Mailchimp (and emails sent to them) that will be created in Pipeliner and/or new Pipeliner Contacts will be added to this audience in Mailchimp.

Data Priority

Select from Mailchimp or Pipeliner to set which application you want to have priority when data is updated. For example, if you select Mailchimp, when a Contact is updated in Mailchimp (and that Contact already exists in Pipeliner with the same Mailchimp Contact ID and email address), the new data added in Mailchimp would overwrite the data currently in Pipeliner. This only affects the mapped fields as detailed in the next section.

First-time setup

Add all Mailchimp contacts to Pipeliner?

This action only runs once when the integration is first activated. If this option is enabled, it will create new Contacts in Pipeliner for all the Contacts from your Mailchimp audience that do not already exist in Pipeliner (based on a matching email address).

The fields that will be completed for the new Contact in Pipeliner are:

  • First name
  • Last name
  • Email
  • Phone
  • Address (if in Mailchimp)
  • Ownership and sales unit (as specified in the Configuration Settings)

NOTE: if the Contact already exists in Pipeliner, the Mailchimp contact ID will be added to the existing record in Pipeliner.

Add all Pipeliner contacts to Mailchimp?

This action only runs once when the integration is first activated. If this option is enabled, it will create new Contacts in your Mailchimp audience for all the Contacts from Pipeliner that do not already exist in the audience in Mailchimp and that have at least one email address entered in Pipeliner (based on a matching email address).

The fields that will be completed for the new Contact in Mailchimp are:

  • First name
  • Last name
  • Email
  • Phone
  • Address (if in Pipeliner)

Settings

Add new Mailchimp contacts to Pipeliner

With this option enabled, each time a new Contact is added to your Mailchimp audience , the integration will check Pipeliner to see if the Contact already exists (based on a matching email address and Mailchimp ID) and, if not, will add a new Contact. The new Contact will be assigned to the Sales Unit and Owner that you select in the Configuration Settings.

The fields that will be completed for the new Contact in Pipeliner are:

  • First name
  • Last name
  • Email
  • Phone
  • Address (if in Mailchimp)
  • Ownership and sales unit (as specified in the Configuration Settings)

NOTE: if the Contact already exists in Pipeliner, the Mailchimp contact ID will be added to the existing record in Pipeliner and, if the Mailchimp Contact has unsubscribed from your audience, the Unsubscribe checkbox will also be ticked in Pipeliner.

Add new Pipeliner contacts to Mailchimp

With this option enabled, each time a new Contact is added to Pipeliner, the integration will check your Mailchimp audience to see if the Contact already exists (based on a matching email address) and, if not, will add a new Contact.

The fields that will be completed for the new Contact in Mailchimp are:

  • First name
  • Last name
  • Email
  • Phone
  • Address (if in Pipeliner)

Add new Mailchimp emails to Pipeliner contacts as feeds?

After each email is sent to your selected audience from Mailchimp, the integration will look up the contact's email in Pipeliner.

If a matching email address is found, the Mailchimp email will be added to the Feeds section of the Pipeliner contact.

In the Feed, Pipeliner users will be able to click and see the email [Mailchimp] { campaign name } email was sent to { contact name }({ contact@email.com }) (URL only).

An example is shown below ⤵

Add new Mailchimp emails to Pipeliner contacts as activities?

After each email is sent to your selected audience from Mailchimp, the integration will look up the contact's email in Pipeliner.

If a matching email address is found, the email will be created as a custom activity named “Mailchimp Campaign” and will be visible from the Activities tab of the Contact ⤵

and also, depending on the Feed Options selected in Pipeliner, on the Contact’s Feed ⤵

The Task fields will be completed as:

  • Subject line = [Mailchimp] { campaign name } email was sent to { contact name }({ contact@email.com })
  • Description = The url link to the email
  • Due Date = Sent Date of email
  • Status = Completed
  • User = Unassigned
  • Linked Item = The Pipeliner Contact

Contact Unit

This is the sales unit that all new Contact records created in Pipeliner will belong in. For more information about sales units, see What’s a Unit?.

Owner

This is the current, active Pipeliner user who will be set as the Owner of all of the Mailchimp Contacts created in Pipeliner.

Once you have selected your preferred settings, click on "Continue".

Providing the API details are correct, the integration will connect to the Mailchimp API and you will then be asked to Authenticate ⤵

Click to "Add a new account".
A default name will be suggested for you but it’s helpful, particularly if using more than one integration, to rename it. I’ve used “Mailchimp ‹› Pipeliner Integration” ⤵

You’ll need to login to your Mailchimp account.

Once connected, you’ll see that the authentication has been successful.
Click on "Finish" ⤵

In the Automation Hub, the integration will now show as “Add Pending”. A member of our team will approve and, as soon as that is done, you’ll receive an email with the URL you need to set up the required Mailchimp webhook ⤵

NOTE: Look out for an email “Pipeliner + Mailchimp Integration webhook register URL and instructions” from your Pipeliner Team

Setting up the Mailchimp webhook ⤵

  1. Copy the URL from the email and then login to Mailchimp.
  2. Click on the "Audience" tab.
  3. Now choose "Manage Audience › Settings" from right context Dropdown
  4. Now scroll far down and select "Webhooks".

Create a new Webhook, paste the URL from the email sent by Pipeliner into the Callback URL field and tick all options.
Click on "Save" ⤵

Your new webhook will now show in the "Configured webhooks" list ⤵

Once your webhook is configured, the integration will then be running and...

...You’re ready to start your first campaign in Mailchimp!

Start your Campaign in Mailchimp and select your Audience and send your email. Once it’s sent, you’ll be able to see the Contacts, Feeds and Activities in Pipeliner.

Related Articles/Next Steps

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